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FMCG outlook dulls as anticipated volume recovery not visible yet

Weak macros appear to be hurting demand, particularly among lower income consumers in the rural and possibly urban areas ....

Dabur India , Godrej Consumer , Health And Hygiene ,

Large cap IT stocks to join midcaps in the party: Carnelian Capital's Kunal Shah

In a conversation with moneycontrol, Kunal Shah of Carnelian Capital also shared his views about FMCG, new-age companies and banks. ....

Kunal Shah , Senior Research Analyst At Carnelian Capital , Senior Research Analyst , Carnelian Capital , Total Contract Value , Constant Currency , Net Interest Margin ,

fmcg: FMCG firms see subdued volume growth in Q2; rising food prices & rain deficit hamper rural demand

The FMCG industry in India is expecting low to mid-single-digit volume growth in the July-September quarter due to weak macroeconomic conditions and below-normal rainfall. Companies such as Marico, Dabur, and Godrej Consumer Products Ltd have reported a gradual recovery in consumption, with the festive season shifting to the third quarter. The companies expect improved gross margins due to moderating inflation and easing price growths. However, rural demand remains weak, and urban-focused companies are expected to have an advantage. ....

New Delhi , Abneesh Roy , Colgate Palmolive , Tata Consumer Products Ltd , Godrej Consumer Products Ltd , Godrej Group , Middle East , Rural Demand ,

Slow Q2 growth for FMCG companies as food prices and rain deficit block demand

FMCG giants Marico, Dabur, and Godrej Consumer Products highlighted that the festive season has entirely shifted to Q3, thus delaying demand into the next quarter. ....

Abneesh Roy , Godrej Group , Colgate Palmolive , Godrej Consumer Products , Tata Consumer Products , Middle East , Whatsapp Channels , Rural Demand ,

FMCG firms see subdued volume growth in Q2; rising food prices & rain deficit hamper rural demand, ET Retail

Over their gross margins, the companies said they expect it to be better sequentially, helped by moderating inflation and easing price growths. This also helped them to go for higher A&P (Advertisements and Promotions) spending. ....

New Delhi , Abneesh Roy , Godrej Consumer Products Ltd , Godrej Group , Colgate Palmolive , Tata Consumer Products Ltd , Middle East , Consumer Goods , Rural Demand , Festive Season , Gross Margins ,